Скачать или смотреть No More Moats: DeepSeek, AI Disruption & The U.S.-China Power Shift

No More Moats: DeepSeek, AI Disruption & The U.S.-China Power Shift

DeepSeek has shattered expectations, proving that AI can be trained at a fraction of the cost. But instead of celebration, we see panic. Why? Because this disrupts the entire AI economy.

✅ AI models are now cheaper to train✅ Energy use is dropping—fewer chips, less power✅ Big tech’s so-called “moats” are drying up

Yet, here’s the real question: Is the U.S. leading AI… or is China quietly pulling ahead?
The reality is stark. Training AI today costs hundreds of millions—OpenAI, Anthropic, and others are burning through cash. Meanwhile, DeepSeek arrives and says: “What if we did this for $5 million?”
But let’s be real. That number is propaganda. A narrative pushed to:
📌 Slow American AI investment📌 Undermine Nvidia & U.S. tech dominance📌 Mask China’s sanction evasion

China has zero guardrails on AI. They build faster, with fewer restrictions. Meanwhile, the U.S. is bogged down by bureaucracy.
Trump knows this. That’s why Stargate matters. The timing of China’s DeepSeek launch? Perfectly aligned with his first week back.
This isn’t just about AI anymore.This is about AGI. Superintelligence. Quantum dominance.

And family offices must pay attention.Stop using public AI models that train on your data. Own your models, control your intelligence. Your data is gold. Protect it.
🚨 Where do you invest?AI, data centers, energy, quantum.But not blindly. The landscape is shifting fast.
Normally, I reserve deep insights for my SFO Continuity members. But today, here’s a sneak peek:
💰 Stocks to Watch: IBM, Rigetti, IONQ, RDW, OKLO

We are at a turning point. The winners will be those who ask the right questions.

Watch my latest video. Get ahead of the game.
Then, join SFO Continuity—where elite investors, AI pioneers, and global thinkers are building the future.
👉 AngeloRobles.com 🚀

#deepseek #angelorobles #familyoffice #AI